- CBRE (Austin, TX)
- …onsite and coordinates the team schedule and responsibilities. + Participate in client and account management to represent CBRE Turner and Townsend ... at pre-bid meetings, shortlist interviews, and project kick-off meetings. + Develop project plans, schedules, and communicate project goals and deliverables. + Conduct walk-through surveys (from 1 hour to multiple days) to assess condition of mechanical,… more
- Ricoh Americas Corporation (Austin, TX)
- …value, and ensure satisfaction. . Lead efforts to retain and expand client relationships through strategic account management, regular business reviews, and ... making, financial achievement and talent development, while ensuring exceptional client engagement, retention, and expansion. JOB DUTIES AND RESPONSIBILITIES… more
- PNC (Fort Worth, TX)
- …needed to be successful in this position. **Preferred Skills** Account Management, Client Prospecting, Competitive Advantages, Customer Relationships, ... and customer experience goals. May have direct sales and client responsibilities. Oversees the execution of strategy. + Leads...strategies and tactics. Develops and oversees the execution of account and sales plans. May have direct sales and… more
- Bank of America (San Antonio, TX)
- …industry or sales experience + Bi-lingual Spanish speaking **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and… more
- Fifth Third Bank, NA (Dallas, TX)
- … issues. + Understand and communicate implementation time-line to align with client expectations. + Ensure proper account documentation and all requisite ... team of treasury professionals. Responsible for business development (new and cross-selling), client service excellence, client retention, and client … more
- Bank of America (Dallas, TX)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Odessa, TX)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Mansfield, TX)
- …of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and… more
- Bank of America (Cross Roads, TX)
- …of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and… more
- ADP (El Paso, TX)
- …/ materials from enrollment-related internal and external sources (eg, brokers, carrier account mangers, client leadership, etc.) to support the configuration of ... **POSITION SUMMARY:** Ensures platform configuration and readiness to support a client through their annual enrollment processes. This includes all project… more